The Counselors of Real Estate (CRE) is pleased to offer its Planned Giving Program enabling members and other interested parties to formally include The Counselors in their overall estate planning. Any gifts are gratefully acknowledged and may be designated by the benefactor to support a specific Counselor initiative or earmarked for general use as authorized by the trustees of the CRE Foundation. Gifts to this program are often tax deductible and can be structured through various options. One of our goals is to provide you with flexible options for your gift giving. With that in mind, under certain circumstances, gifts are even revocable.
All inquiries will be held in the strictest confidence.
What is Planned Giving?
Planned giving is a way for a benefactor to provide a structured gift to the recipient of their choice. A planned giving initiative affords maximum flexibility in the type of gift passed to an, entity, or cause the donor wishes to support. Planned giving is increasingly the preferred way to leave a personal legacy and help others.
Through careful planning, the donor may use cash, appreciated securities/stock, real estate, artwork, partnership interests, personal property, life insurance, a retirement plan or annuity, or other asset classes to benefit and fund a designated gift. The key is to engage legal and other professional advisors when contemplating a planned gift within the structure of your estate plan.
Carefully created planned giving programs may provide opportunities to maximize gifts through tax and estate planning vehicles which can increase bequests with little impact on the benefactor’s lifestyle. Planned giving initiatives and options are now very well established and utilized. Together with your advisors, The Counselors will work with you to identify the most appropriate and effective plan for both parties.
Program Details
The program offers a broad range of planned giving vehicles enabling donors to tailor gifts to suit their personal financial and philanthropic goals. Among these:
- Direct gifts of cash and marketable securities.
- Bequests under wills and trusts.
- Life Insurance.
- Gifts of real estate.
- Gifts from tax-deferred accounts, including IRA charitable rollovers.
- Charitable gift annuities.
The organization has surrounded us with colleagues we trust and respect, standards upon which we rely, programming that is relevant and thought provoking, friendships that are deep and long lasting, memories that bring a smile or, at times, a sigh. The Counselors of Real Estate is a life experience. The impact of your gift will be felt for years to come, affecting generations of Counselors going forward.
To learn more, please click here to view the full Planned Giving brochure.
For further information please contact us using the information below. All communication is strictly confidential.
The Counselors of Real Estate
140 S Dearborn St Suite 1500A, Chicago, IL 60603
Tel: (312) 329-8427
Email: info@cre.org